Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Amy Rojik is managing partner of corporate governance at BDO USA, and director and founder of the BDO Center for Corporate Governance.
Kate Burke is the Head of Bernstein Private Wealth Management, overseeing wealth advisors, client service, investment strategists and engagement. In addition, she is the chief operating officer of AllianceBernstein, responsible for overseeing all corporate functions of the firm, including finance, legal, compliance, internal audit, human capital, corporate and information security, operations and technology.
Beata Kirr is the co-head of Investment Strategies for Bernstein Private Wealth Management, and a member of the Private Wealth Executive Leadership Team. In this role, Beata co-oversees the development and evolution of clients’ strategic allocation advice and Bernstein’s investment platform, ensuring innovation and customization meet the diverse and evolving needs of clients.
Tracey Power is chief people officer of Vaco, a talent solutions firm that provides consulting, contract and direct hire strategies around the globe.
Caitlin Waters is a consultant for CBIZ Employee Benefits.
Cathy Koch is EY’s global sustainability tax leader and leader of EY’s Americas and global tax policy network. Prior to joining EY, she served as chief policy advisor to the Senate majority leader for tax and economics.
John is the CEO & Co-founder of TrustLayer, an AI-powered collaborative risk management platform. John previously founded Hawthorne Capital. John received his B.A. magna cum laude from Georgetown University, and his J.D. with Honors from the University of Wisconsin and studied at the University of Beijing.
Jeff Haskett is CEO and co-founder of Clarus R+D, a technology company that enables businesses to unlock the value of R&D tax credits for innovation and growth.
Vijay Mahendrakar is head of Insurance Business Solution, Europe at Mphasis. Vijay helps brokers and insurers to successfully implement digital and data technology, transform their operation enabling business to be truly customer centric, digital first, data driven business and grow profitably. Vijay has 25+ years of experience with global BFSI customers, he brings unique expertise at intersection of Insurance business domain, legacy technology modernization, building cloud native platforms, monetizing data as an asset and transform operation ways of working. Similarly working with Mphasis, a global technology company, he brings rich expertise across business development, large transformation deal solution design and capture, consulting, and successful delivery of complex change programs.
Heather Turner supports SMA's advisory and consulting engagements through rich written content, quantitative and qualitative primary research, market and technology trend analysis, and the management of SMA IP materials. Prior to SMA, Heather was managing editor of the NU Property & Casualty Group at ALM, which includes the insurance industry publications PropertyCasualty360.com and NU P&C and Claims magazines. She started her career as a journalist reporting on the property & casualty insurance industry at Insurance Business America and its sister publications in Canada and the U.K.
Heather is a graduate of Florida State University, where she earned her bachelor's degree in Editing, Writing, and Media.
